See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,759 | $105,859-2.0% | $90,160+15.1% | $147,584-29.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.11% | 37.63%-24.5pp | 34.88%-21.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $10,147 | $4,126+145.9% | $3,318+205.8% | $4,876+108.1% |
| Participant deferral / active EE | $2,629 | $5,733-54.1% | $5,288-50.3% | $5,439-51.7% |
| Admin fee / account holder | $2,698 | $8,046-66.5% | $5,943-54.6% | $10,885-75.2% |